PSP icon

Invesco Global Listed Private Equity ETF

88 hedge funds and large institutions have $147M invested in Invesco Global Listed Private Equity ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
15
Increased
36
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +150 New
GWM
77
Geneos Wealth Management
Colorado
$9K +$151 +2 +2%
EI
78
Ellevest Inc
New York
$7K
CFA
79
Carroll Financial Associates
North Carolina
$7K
MW
80
Milestone Wealth
New York
$6K +$6K +77 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$5K
PA
82
Parallel Advisors
California
$4K +$800 +11 +25%
RA
83
Rise Advisors
New York
$3.93K +$3.93K +51 New
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$3K -$102K -1,218 -97%
GI
85
Gradient Investments
Minnesota
$3K
SC
86
Solstein Capital
California
$2K
William Blair & Company
87
William Blair & Company
Illinois
$2K
FGAM
88
Financial Gravity Asset Management
Texas
$518 +$317 +11 +157%
CI
89
Cavalier Investments
Georgia
-$5.36M -71,545 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
-$1.54M -20,527 Closed
GRP
91
Global Retirement Partners
California
-$1.19M -15,936 Closed
IAIM
92
International Assets Investment Management
Florida
-$3.88M -15,359 Closed
FTUS
93
Flow Traders U.S.
New York
-$1.02M -13,655 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$999K -13,333 Closed
APA
95
American Portfolios Advisors
New York
-$959K -12,802 Closed
Principal Financial Group
96
Principal Financial Group
Iowa
-$594K -7,927 Closed
MP
97
McDonald Partners
Ohio
-$474K -6,328 Closed
SFS
98
Sowell Financial Services
Arkansas
-$205K -2,736 Closed
RSWM
99
Robertson Stephens Wealth Management
California
-$172K -2,310 Closed
GTAM
100
Global Trust Asset Management
Florida
-$85K -1,129 Closed